19 November, 2020 Total Client Experience

Your investment time horizon is not what you think it is

Client’s often tell me something along the lines of, “I am retiring in 5 years, at age 65, I only have a 5-year time horizon....

19 November, 2020 Total Client Experience

Getting Busy on the Proof

John Kenneth Galbraith once said, “Faced with choice between changing one’s mind and proving that there is no need to do so, almost everyone gets busy on the proof”.  ...

19 November, 2020 Total Client Experience

How Did Market Timers Do Last Fall?

Some people still feel stock markets can be timed and their portfolio can be structured to avoid the downturns....

19 November, 2020

Could Your Portfolio Lose It All?

Let’s face it, we are all susceptible in varying degrees to greed and not wanting to “miss out” on the next big investment idea....

19 November, 2020 Total Client Experience

Are you open or closed minded?

I’m just guessing, but I would bet that most people feel that they are more open minded than the average person. That is simply impossible. Being open minded is, without question, one of the most important attributes to success with business, money and...

19 November, 2020 Total Client Experience

How to invest like the greats

What is the best way to learn how to do something really well? Simple, just look at people who excel at that task and copy them....

19 November, 2020 Total Client Experience

We Won the Lottery of Life

I recently walked into the Loblaws close to my house and stopped just inside the front entrance to gaze at the approx. 40,000 plus wonderful food items from all over the world, that I could take home. It struck me how incredibly fortunate we are to have...

19 November, 2020 Total Client Experience

Stock Market Corrections – 7 Things You Should Know

With all the media talk of stock market corrections, I thought a reality check would be in order. Here are 7 facts about market corrections that you may not be aware of....

19 November, 2020

You are Worried About the Wrong Estate Planning Problems

What issues concern you most about your estate? Perhaps it is avoiding taxes and probate fees....

19 November, 2020 Financial Planning Investment Services Wealth Management

Buying Pot Stocks & Lessons Learned

It’s been just over one year since the legalization of marijuana in Canada and I’m not sure how many times during the past year I’ve been asked by a client if they should buy pot stocks....

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